Samantha McLemore - Patient Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
Holdings Activity Buys Sells    History
Holding/activity history for  UnitedHealth Group Inc. (UNH)
← All UNH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 437,141 4.41 Add 18.69% 0.69 $255.97–357.87 · VW $294.81i $118,286,147 SEC
2025   Q4 368,293 4.69 Reduce 0.83% 0.04 $304.53–381.00 · VW $338.55i $121,577,103 SEC
2025   Q3 371,363 5.13 Add 93.49% 2.48 $234.60–362.31 · VW $314.07i $128,231,547 SEC
2025   Q2 191,932 2.70 Buy 2.70 $248.88–606.36 · VW $389.07i $59,877,073 SEC
Price snapshot:
Current price$429.09
Avg. buy price$319.02
+/- since buy34.50%
52-week low$228.48
52-week high$434.30